Your Guide for Open Enrollment Sign up

If you work for an employer it may be that time of year to fill out your annual benefits form. I know it may be tempting just to check off everything you chose last year. Save this post and use it to work your way through your choices and potentially make some better...

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3 Reasons You Should Not Borrow From Your 401(k)

Life can throw us curve balls. You may run into large medical bills, the unplanned need to buy a car, or even a “once-in-a-lifetime” opportunity. (Notice that I put that one in quotes). You sit down and look at your accounts and see that the largest account that you...

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Active VS Passive Investment Management Strategies

Understanding the Difference How to manage an investment portfolio is a matter of personal preference and opinion. Deciding between passive and active management greatly depends on several factors. This includes; the type of risk a person is willing to take, the type...

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5 Tips for Safely Navigating Sales

Stores are really good at offering customers great deals. They’re also really good at convincing customers that the deal they are offering is spectacular… even when it isn’t. Here are five tips for safe shopping to make sure you’re getting the best deals for your...

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Behind the Scenes of Shark Tank: Part 2

Last week, I summarized my friend Yuen Yung’s experience getting on Shark Tank. For those who think I’m talking about sea creatures, let me explain: Shark Tank is a reality TV show where entrepreneurs can come to pitch their ideas to savvy investors such as Mark Cuban...

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Behind the Scenes of Shark Tank: Part 1

ABC’s Shark Tank has become a common household name. The show appeals to all types of viewers—those with an entrepreneurial spirit in need of inspiration, those wanting to see how business negotiations with multi-millionaires work, and even those simply wanting to...

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